John Rogers Says Media and Financial Services Stocks Are Cheap

The video discusses investment strategies during different market conditions, highlighting the importance of finding bargains when markets are down. It covers the economic growth cycle post-2009 recession and its impact on stock prices. The speaker shares their investment performance, emphasizing a consistent strategy over 36 years. Successful investments, such as Royal Caribbean, are highlighted, along with optimism for media stocks like Madison Square Garden Network.

What was a significant investment opportunity mentioned during the 2009 market bottom?

• Tech startups

• Real estate

• Royal Caribbean

• Cryptocurrency

Which sector is mentioned as still being undervalued despite market recovery?

• Energy

• Healthcare

• Media

• Technology

What is the speaker's stance on recessions in relation to finding bargains?

• Recessions are beneficial for the economy.

• Recessions have no impact on finding bargains.

• Recessions should be avoided despite the potential for bargains.

• Recessions are necessary for finding bargains.

What is the annual compound return rate achieved by the investment firm over 36 years?

• 15%

• 11%

• 8%

• 5%

Which media stock is the firm optimistic about due to potential sports success?

• Madison Square Garden network

• Disney

• Netflix

• HBO